+124.8%
VGT vs RRX
+5.4%
+119.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | +0.2% |
| 7D | -0.2% | -0.3% | +0.2% | -0.1% |
| 30D | -0.4% | -6.1% | +5.7% | +1.2% |
| 3M | +4.4% | -23.1% | +27.5% | +11.3% |
| 6M | +32.1% | -19.5% | +51.6% | +37.7% |
| YTD | +28.8% | +16.1% | +12.7% | +20.0% |
| 1Y | +35.3% | +12.9% | +22.4% | +26.5% |
| 3Y | +124.8% | +7.9% | +116.8% | +116.2% |
| All | +124.8% | +5.4% | +119.4% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling